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FAQ › Category: How do I...?
How to preview a Scheduled Report?
Question Link
Answer

To preview a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Preview icon for the desired report. A message will appear saying “Generating report, please wait…” . After that, your report will be generated.

You can also preview a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Preview” icon for the desired report.

Note that you can also preview a report by entering in Edit mode for the desired report and then click on the Preview button.

How to delete a Scheduled Report?
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Answer

To delete a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Delete button for the desired report. A message will appear saying “Are you sure you want to permanently delete the report?” then click OK for the changes to apply.

You can also delete a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Delete” button and then click “OK” in the message that appears for the changes to apply.

How to disable a Scheduled Report?
Question Link
Answer

To disable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also disable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

How to enable a Scheduled Report?
Question Link
Answer

To enable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also enable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

How to edit a Scheduled Report?
Question Link
Answer

To edit a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, make the desired changes to the report and click OK for the changes to apply.

You can also edit a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report, make the changes and click “OK” for the changes to apply.

How to create a Scheduled Report directly from the application?
Question Link
Answer

To create a Scheduled Report directly from the application, follow the steps below:

  1. Go to the Report menu – Scheduled Reports;
  2. Click on the Add New Scheduled Report button;
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note: Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How to create a Scheduled Report from Online Portal page?


Question Link
Answer

To create a Scheduled Report, follow the steps below:

  1. Go to our Online Portal page and Sign In with your email and password.
  2. Click on the Reports tab and then on the Add New Scheduled Report.
  3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How can I always display by default the current date in the Resource Usage view?
Question Link
Answer
We are sorry but displaying by default the current date in the Resource Usage view is not possible in our application at this point.If you want to display the current date in the Resource Usage view, without scrolling in the view, you can go to the Project menu - Go to option, select the current date from the "Date" field and press "OK".
How can I navigate back to a specific task in the Gantt Chart view after selecting it in the Resource Usage view?
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Answer
Please know that it is not possible to navigate back to a specific Task in the Gantt Chart view after selecting it in Resource Usage view in our application, at this point.
Can I create another team member role besides the one that already exists?
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Answer
We only have two types of roles: Read Only and Editor. Please know that you cannot create other role for your team members.
How many tasks can I insert in my project?
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Answer
The Project Plan 365 application has no limitation on the number of tasks entered in a project.
Is there a way to move columns in the reports so you can fit all the data on one page?
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Answer
We are sorry but at this moment we don’t support moving columns in the reports. As a workaround, you can change the Paper size for the desired Report. In order to do that, go to the Report menu, select the desired report from the list and click on the Page Setup button. After that, change the Orientation to Landscape and from the Paper Size, select a bigger one, for example A3.
How can I view how many work hours are assigned to all my subprojects until a certain date?
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Answer
If you want to see the work hours for all of your subprojects, you can use the Task Usage View. Go to the Task Usage view, collapse all of your subprojects, go to the Format menu – Timescale and from Middle Tier and Bottom Tier tabs, change the units as desired and click OK.
How can I change the value for the "Leveling Can Split" field?
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Answer
We are sorry, but at this point the "Leveling Can Split" field is not editable.
I want to know if Project Plan 365 is 508 Compliant.
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Answer
Yes, the Project Plan 365 application is 508 Compliant.
How can I force quit the app on my Mac device?
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Answer
To force quit the application, you can use the Activity Monitor dialog.

To find Activity Monitor on a Mac, go to your Applications folder > Utilities folder, and then double-click Activity Monitor. There, locate the "Project Plan 365" application, click the "Stop" button in the upper-left corner of the Activity Monitor window and then select "Force Quit".
I have a big file and I cannot fit the entire project to one page.
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Answer
If you have a big, to fit all the tasks on one page you can try to make some adjustments to the Page Setup dialog:1. Adjust the Task Name column for the names to appear in one row: just double click on the right border of the Task Name column and it will automatically adjust.2. Go to File menu – Print – Page Setup and select a bigger page size (like A3). If you don’t need the Legend to appear on the second page, in the Page Setup dialog go to the Legend tab and check the “None” option then click “OK”.
How do I add my favorite filters in the main Filter menu?
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Answer
We are really sorry but at this point, it is not possible to add other Filters in the main Filter menu.
How can I recover a deleted file from Drive 365?
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Answer
Please know that you cannot manually recover the files that you deleted from Drive 365 cloud location. If you want to recover a file, please submit a ticket with your request at [Contact Support](https://www.projectplan365.com/newticket).
How can I group my resources into multiple groups?
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You can group your resources by going to the Resource Sheet view and in the Group column, type the name of the group that a resource belongs to.
How can I group the tasks by duration?
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In order to group tasks by duration, go to the Project ribbon tab, open Group options and then select Group by Duration.
How can I edit the Successors field?
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Answer
We are sorry, but at this point, you cannot edit the Successors field in our application.
Is Project Plan compatible with Windows 7?
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Answer

Project Plan 365 is compatible with Windows 7, Windows 8, Windows 2008+ server, Windows 10 and Windows 11. Please make sure you have the latest version installed. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

How do I install Project Plan 365 for Windows 7 Server?
Question Link
Answer

You can find the steps on how to install Project Plan 365 for Windows at: https://www.projectplan365.com/articles/install-project-plan-365-for-windows/. Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users. 

What are the System Requirements to install the Project Plan 365 for Windows?
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Answer

Below you can find the system requirements needed for installing Project Plan 365.1. Minimum Processor 1 GHz, 512 MB RAM and 850 MB free HDD for 32-bit or 2 GB for 64-bit2. Windows 7, Windows 8 pro, Windows 10, Windows 11, Windows server 2003, Windows server 2008, Windows server 20123. Client.NET Framework 4.5 or higher Note: Windows Server/Citrix/Terminal Server install are offered only for teams with more than 100 Editor Users.

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